Comments on: With or Without Yahoo! Part II http://informationarchitects.jp/with-or-without-yahoo-2/ Information Architects Japan Fri, 09 Oct 2009 11:49:32 +0000 http://wordpress.org/?v=2.8.6 hourly 1 By: Juergen http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-151133 Juergen Wed, 02 Jul 2008 23:03:10 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-151133 <p>Some days after it looks still interesting :)</p> Some days after it looks still interesting :)

]]> By: Information Architects » Blog Archive » From Yahoo to Yafoo? http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-138020 Information Architects » Blog Archive » From Yahoo to Yafoo? Wed, 20 Feb 2008 07:49:52 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-138020 <p>[...] charge of Microsoft, you can never really know for sure. If Ballmer operates Yahoo! Japan with the dinosaurical level of precision we’ve learned to expect from him, then maybe the Japanese operation should be fearful of [...]</p> [...] charge of Microsoft, you can never really know for sure. If Ballmer operates Yahoo! Japan with the dinosaurical level of precision we’ve learned to expect from him, then maybe the Japanese operation should be fearful of [...]

]]> By: cybermaven5 http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-136536 cybermaven5 Tue, 12 Feb 2008 11:49:54 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-136536 <p>Dropped in to view the redrawn map. Heh heh. Found a pleasantly cogent discussion!</p> <p>How long has it been since Yahoo! founders, having hired their first employee, turned down a $2 million offer from a major corporation? I recall that first Yahoo! employee held a doctorate in anthropology and her first assignment was to organize the vast flow of Web search information into logical categories. Google started up with a better search algorithm, a "hard" technical innovation. Yahoo! started up with special attention to human cognition of the Web, a "soft" innovation. With the increasing emphasis on social websites, Yahoo! should be poised to thrive again.</p> <p>The upward revaluation of Yahoo! after the MSFT offer was, as you say, a simple matter of arbitrage. There's no proof of a "fair offer" because MSFT share price did not adjust downward, as others have suggested, though it might be proof that the market undervalued Yahoo! Meanwhile, Microsoft stock is held by institutions which are disinclined to churn the portfolio, by Microsoft's own employees who certainly aren't about to sell themselves short, and by numerous small investors who are "married" to the stock. </p> <p>If I were a director at Y!, I'd be studying how to leverage the revalued stock. Yahoo! could expand internally or Yahoo! could make an offer for a company which would (1) enhance the position as leading banner advertiser, (2) make it harder for regulators to allow a merger with any larger competitor such as MSFT, and (3) expand Y!'s presence in radio or video or social networking, all areas which would make Y! shareholders happier with Yahoo!'s level of Internet diversification and all excellent fits with the Yahoo! "soft" corporate culture.</p> Dropped in to view the redrawn map. Heh heh. Found a pleasantly cogent discussion!

How long has it been since Yahoo! founders, having hired their first employee, turned down a $2 million offer from a major corporation? I recall that first Yahoo! employee held a doctorate in anthropology and her first assignment was to organize the vast flow of Web search information into logical categories. Google started up with a better search algorithm, a “hard” technical innovation. Yahoo! started up with special attention to human cognition of the Web, a “soft” innovation. With the increasing emphasis on social websites, Yahoo! should be poised to thrive again.

The upward revaluation of Yahoo! after the MSFT offer was, as you say, a simple matter of arbitrage. There’s no proof of a “fair offer” because MSFT share price did not adjust downward, as others have suggested, though it might be proof that the market undervalued Yahoo! Meanwhile, Microsoft stock is held by institutions which are disinclined to churn the portfolio, by Microsoft’s own employees who certainly aren’t about to sell themselves short, and by numerous small investors who are “married” to the stock.

If I were a director at Y!, I’d be studying how to leverage the revalued stock. Yahoo! could expand internally or Yahoo! could make an offer for a company which would (1) enhance the position as leading banner advertiser, (2) make it harder for regulators to allow a merger with any larger competitor such as MSFT, and (3) expand Y!’s presence in radio or video or social networking, all areas which would make Y! shareholders happier with Yahoo!’s level of Internet diversification and all excellent fits with the Yahoo! “soft” corporate culture.

]]> By: Steve Clayton http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-135894 Steve Clayton Fri, 08 Feb 2008 22:37:56 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-135894 <p>O: love the image if not the commentary :) -- Steve</p> O: love the image if not the commentary :) — Steve

]]> By: ShinyRed » Blog Archive » Does SEO spell the end for the great British headline? http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-135862 ShinyRed » Blog Archive » Does SEO spell the end for the great British headline? Fri, 08 Feb 2008 17:18:41 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-135862 <p>[...] the pace in search - not to mention keeping the puns alive and well. Examples from the last week With or Without Yahoo! and Brave Britney Spears Nearly Forgotten Amid Your Stupid Election Or Whatever made us laugh, [...]</p> [...] the pace in search – not to mention keeping the puns alive and well. Examples from the last week With or Without Yahoo! and Brave Britney Spears Nearly Forgotten Amid Your Stupid Election Or Whatever made us laugh, [...]

]]> By: Hagai Pipko http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-135590 Hagai Pipko Wed, 06 Feb 2008 17:30:01 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-135590 <p>http://www.flickr.com/groups/microsoft-keep-your-evil-grubby-hands-off-our-flickr/pool/</p> http://www.flickr.com/groups/microsoft-keep-your-evil-grubby-hands-off-our-flickr/pool/

]]> By: Oliver Reichenstein http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-135429 Oliver Reichenstein Tue, 05 Feb 2008 19:28:52 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-135429 <p>@Yves: I know. And currently their situation is definitely dramatic enough to earn that exclamation mark in the title. But it is just too annoying...</p> @Yves: I know. And currently their situation is definitely dramatic enough to earn that exclamation mark in the title. But it is just too annoying…

]]> By: John Arthur http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-135442 John Arthur Tue, 05 Feb 2008 15:25:04 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-135442 <p>Excellent analysis of the whole situation, and I love reading about these goings-on from a branding perspective over tech/corporate perspective.</p> <p>However, I'm waiting to hear what how this affects your 2008 prediction for Yahoo, and/or how the reasoning behind your prediction (the exclusive advertising deals) affect the balance of these proceedings. How can/does the new acquisition of exclusive advertising contracts affect Yahoo's standing?</p> <p>Time to put your own assertations under the spotlight, if you will. ;)</p> <p>Either way, looking forward to part 3.</p> <p>JA</p> Excellent analysis of the whole situation, and I love reading about these goings-on from a branding perspective over tech/corporate perspective.

However, I’m waiting to hear what how this affects your 2008 prediction for Yahoo, and/or how the reasoning behind your prediction (the exclusive advertising deals) affect the balance of these proceedings. How can/does the new acquisition of exclusive advertising contracts affect Yahoo’s standing?

Time to put your own assertations under the spotlight, if you will. ;)

Either way, looking forward to part 3.

JA

]]> By: Oliver Reichenstein http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-135420 Oliver Reichenstein Tue, 05 Feb 2008 14:19:32 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-135420 <p>@Tobie: Of course! That's what I meant by: "Probably there’s some speculative trick on how to get money out of a grounded Yahoo that I don’t know about…" Now I know. It's not even a trick... It's obvious.</p> @Tobie: Of course! That’s what I meant by: “Probably there’s some speculative trick on how to get money out of a grounded Yahoo that I don’t know about…” Now I know. It’s not even a trick… It’s obvious.

]]> By: Christoph Luescher http://informationarchitects.jp/with-or-without-yahoo-2/comment-page-1/#comment-135435 Christoph Luescher Tue, 05 Feb 2008 11:29:40 +0000 http://www.formforce.com/with-or-without-yahoo-2/#comment-135435 <p>I'm not into these stock market things any more, but as Yahoo! shares went up after Microsoft's bid and Microsoft shares didn't go down faster, the offer has to be seen as "fairly priced" by the markets, else Microsoft shares should have gone down faster since the markets tend to price in any information available and threfore wouldn't just price in the upside for Yahoo!, but also the downside for Microsoft. There has some time ago actually been some speculation about the sum of Yahoo!s parts being worth more than the whole:</p> <p>http://www.paidcontent.org/entry/419-sum-of-yahoos-parts-worth-more-than-the-whole-analyst</p> I’m not into these stock market things any more, but as Yahoo! shares went up after Microsoft’s bid and Microsoft shares didn’t go down faster, the offer has to be seen as “fairly priced” by the markets, else Microsoft shares should have gone down faster since the markets tend to price in any information available and threfore wouldn’t just price in the upside for Yahoo!, but also the downside for Microsoft. There has some time ago actually been some speculation about the sum of Yahoo!s parts being worth more than the whole:

http://www.paidcontent.org/entry/419-sum-of-yahoos-parts-worth-more-than-the-whole-analyst

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